Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Watkins, Ward & Stafford, Pllc 401(K) Salary Savings Plan is a benefit plan reported by Watkins, Ward & Stafford, Pllc under EIN 64-0394922 and plan number 001. The latest loaded filing year is 2023. The filing reports 145 participants and $21,770,117 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $21,770,117
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,770,117
- Net assets (BOY)
- $18,148,411
Income & contributions
- Employer contributions
- $366,627
- Participant contributions
- $810,232
- Total contributions
- $1,481,097
- Total income / additions
- $4,433,101
Expenses & distributions
- Benefits paid
- $715,438
- Administrative expenses
- $95,957
- Total expenses
- $811,395
- Net increase / (decrease)
- $3,621,706